EAAIX Mutual Fund

NAV$17.11

Returns Overview

1 Month
-0.59%
3 Months
+7.69%
6 Months
+9.64%
YTD
+9.21%
1 Year
+15.34%
3 Years (annualized)
+13.25%
5 Years (annualized)
+6.60%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EAAIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+5.87%
vs Peers
+3.35%

EAAIX Mutual Fund Performance

EAAIX performance across multiple time periods: 1-month -0.59%, YTD 9.21%, 1-year 15.34%, 3-year 13.25%, 5-year 6.60%, 10-year 8.27%.

EAAIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

EAAIX performance comparison shows side-by-side returns with another fund. EAAIX alternatives are available in the Mutual Fund Screener.